Our Investment Process & Philosophy
Disciplined Wealth Management Process:
At the heart of the relationship between you and CAM Private Wealth is a fundamental commitment to helping you achieve your life goals. Whether you have a specific need or need comprehensive financial advice, CAM Private Wealth offers the advice, experience and guidance that can help you turn these goals into realities.
Our approach helps make sure you have a plan that keeps pace with changes in the market and changes in your life. It involves four key steps:
1. Understanding Your Goals
Gaining a clear understanding of your life goals is the first step in the advisory process. We will spend the necessary time getting to know you, your interests, preferences and values. Once these are defined and your goals understood, we can begin developing your plan.
2. Developing a Plan
We will work with you to create a customized plan to help you achieve your goals. Your plan will be built on a sound strategy that incorporates your needs, time horizon and risk tolerance. Next we achieve a thorough understanding of your investment goals and establish a comfortable risk level for your portfolio by listening carefully to you and consulting with your other professional advisors when appropriate. Through an innovative planning process offered we can subject your investment plan to thousands of hypothetical market and economic scenarios.
3. Implementing Customized Strategies
Once your plan is established, we will suggest custom-tailored strategies and coordinate specific recommendations as needed. We then consult with you to review the details of your customized financial analysis, confirm our interpretation and further explain our recommendations. With your agreement, we will execute the investment recommendations that have been customized to your needs.
4. Evaluating Progress
Throughout our relationship, we will communicate with you regularly to assess your progress. This ongoing evaluation helps make sure that your needs and expectations are being met. We monitor portfolio performance, checking to ensure that your assets continue to be properly positioned in view of market movements. We periodically review your financial situation and provide reallocation and rebalancing services as needed.